Kendall Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 435 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.

Quarter-by-quarter ownership
Kendall Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$210
+1.4%
2,2110.0%0.09%
-7.1%
Q1 2023$207
-99.9%
2,211
+5.4%
0.10%
-4.8%
Q1 2022$215,000
+1.4%
2,097
+3.1%
0.10%
+3.0%
Q4 2021$212,000
-1.4%
2,033
-4.6%
0.10%
-12.9%
Q3 2021$215,000
-4.4%
2,1320.0%0.12%
-8.7%
Q2 2021$225,000
+6.6%
2,132
+1.6%
0.13%
-3.1%
Q1 2021$211,000
-23.8%
2,098
+21.8%
0.13%
-39.9%
Q4 2019$277,000
+7.4%
1,723
+0.3%
0.22%
-4.4%
Q3 2019$258,000
-0.8%
1,717
-1.8%
0.23%
-3.0%
Q2 2019$260,000
+4.0%
1,749
+3.2%
0.24%
-0.8%
Q1 2019$250,000
+0.4%
1,694
-10.3%
0.24%
-8.1%
Q4 2018$249,000
-28.2%
1,888
-9.2%
0.26%
-12.5%
Q3 2018$347,000
-3.6%
2,079
-5.8%
0.30%
-7.2%
Q2 2018$360,000
-89.7%
2,207
-90.5%
0.32%
-89.5%
Q1 2018$3,509,000
-0.7%
23,261
+1.1%
3.04%
-3.0%
Q4 2017$3,533,00023,0053.14%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders